+2,969.7%
AXTI vs MSTZ
-99.1%
+3,068.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | -0.5% |
| 7D | +5.1% | +17.0% | -12.0% | +7.7% |
| 30D | -17.5% | -61.8% | +44.3% | -26.9% |
| 3M | -26.7% | -54.6% | +27.9% | -29.6% |
| 6M | +36.8% | -59.3% | +96.0% | +36.9% |
| YTD | +296.1% | -74.6% | +370.7% | +298.0% |
| 1Y | +1,810.6% | -18.8% | +1,829.4% | +2,161.4% |
| All | +2,969.7% | -99.1% | +3,068.8% | +2,373.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling